Manage your wealth, not just your money
Managing your wealth is about more than parking your money and reading investment statements. Even if you’ve built a substantial portfolio, it’s a good idea to monitor and evaluate your investments, insurance and estate planning needs on a regular basis. Make your money work for you - we can help.
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Preparing for the unexpected
Safeguarding my finances
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.
Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
Use this calculator to see how long your investment savings can last once you begin taking distributions.
How much life insurance do you really need? Find out here!
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
This calculator is designed to help compare a tax-free savings account (TFSA) to a registered retirement savings plan (RRSP) and an ordinary taxable savings account.
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.